Description

One of the biggest challenges to implementing or redeploying any software program is getting your users trained.Time, content, technology, and user willingness are often your biggest obstacles toward a successful rollout. The Train the Trainer session will give you the knowledge, tools and support needed to train your staff on all the essential functions of the InterAction product. From the integration with Microsoft Outlook, using the web client, and desktop integration, to helping you create your training plan using field tested best practices, this session will provide you with invaluable resources and lessons to educate your end users. The class also focuses on already developed resources in the InterAction Education Toolkit such as hand-outs, powerpoint presentations, and business procedures to help you develop a customized InterAction education program that specifically meets the needs of your firm. This live, instructor led session also encourages a cross-firm dialogue regarding tips and tricks and other best practices that trainers in your industry have used to train their users efficiently and effectively.

AfterClass Training Resources: As part of your training purchase, participants will receive follow up communications from our trainers. These periodic emails will provide valuable and new best practice tips to keep InterAction skills sharp and efficient.

·InterAction for Microsoft Outlook (IMO) Overview of InterAction for Microsoft Outlook (IMO)Preparing for a Client Visit Using the IMO Pane Following up after a MeetingOn-going Contact Management Prioritizing Topics for Training Tips for Training

·InterAction Web ClientOverview of the InterAction Web ClientPreparing for a Client VisitFollowing Up After a MeetingOn-going Contact ManagementWorking Lists Prioritizing Topics for Training

Audience:Trainers who will be educating end users on the InterAction Web Client and Desktop Integration Tools. Help desk personnel who will be supporting end users who use the Web Client and Desktop Integration Tools. InterAction implementation leaders who want to learn about the InterAction Web Client and Desktop Integration Tools